See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,549 | $84,233-78.0% | $170,442-89.1% | $70,131-73.6% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 30.18% | 23.06%+7.1pp | 205.93%-175.7pp | 73.14%-43.0pp |
| Employer contribution / active EE | $2,014 | $3,387-40.5% | $5,433-62.9% | $2,342-14.0% |
| Participant deferral / active EE | $3,104 | $3,086+0.6% | $4,939-37.2% | $3,332-6.8% |
| Admin fee / account holder | $102 | $5,698-98.2% | $13,880-99.3% | $4,645-97.8% |